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JVMIX vs TRMIX
JVMIX vs TRMIX Comparison
Open Charts JVMIX vs TRMIX
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
T. Rowe Price Mid-Cap Value I
Price$32.47
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets14.85B
JVMIX vs TRMIX Comparison Chart in %
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JVMIX vs. TRMIX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMIX is a Hold and TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. TRMIX (14.9B). TRMIX pays higher dividends than JVMIX: TRMIX (1.34) vs JVMIX (0.74). JVMIX was incepted earlier than TRMIX: JVMIX (29 years) vs TRMIX (10 years). JVMIX (0.86) is less costly to investors than TRMIX (0.71). TRMIX is a more actively managed with annual turnover of: 52.90 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than TRMIX: JVMIX (250000) vs TRMIX (500000). JVMIX annual gain was more profitable for investors over the last year : 2.38 vs. TRMIX (0.81). JVMIX return over 5 years is better than : 23.98 vs. TRMIX (15.48).
| JVMIX | TRMIX | JVMIX / TRMIX | |
| Total Expense Ratio | 0.85 | 0.71 | 120% |
| Annual Report Gross Expense Ratio | 0.86 | 0.71 | 121% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 3.599 | 1.979 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 14.9B | 160% |
| Annual Yield % from dividends | 0.74 | 1.34 | 55% |
| Returns for 1 year | 2.38 | 0.81 | 295% |
| Returns for 3 years | 16.35 | 18.04 | 91% |
| Returns for 5 years | 23.98 | 15.48 | 155% |
| Returns for 10 years | 50.19 | 40.09 | 125% |
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